1. Start with the bottleneck, not a feature list
A custom build is easier to evaluate when the problem is stated in operational terms. “We need a portal” is a product label. “Clients repeatedly call for the next step in an open matter, and staff look in several places before answering” identifies a workflow that can be examined. Bosseo’s public Custom Software page describes tools such as client status portals, intake tools, internal dashboards and referral trackers. Those examples are possibilities, not a commitment to build a particular system for your firm. Sitka’s municipality-and-borough structure gives you a precise geographic boundary for describing the firm’s service context, but it does not tell Bosseo how your office works. Map the people, records, handoffs and decisions before discussing screens.
Recommended approach
Bring one recurring manual task to the consultation. Describe who performs it, what starts it, which information is entered, where it waits, and what a satisfactory result would look like. Ask Bosseo to distinguish a custom-software problem from one that an existing tool already solves.
